Marcus Reed

Marcus Reed

Transport & Logistics Analyst

Transportation and logistics analyst covering rail, trucking, and shipping. Former supply chain consultant focused on network optimization and freight cost modeling. Tracks volume/price mix, operating ratio drivers, and cycle signals from spot rates and inventory turns.

Articles 757

Jan 12, 2026 Trade Ideas

Abivax After the Hype - A Fundamental-First Long Trade (With Risk Controls)

Obefazimod momentum is real, but execution, dilution and safety will decide whether this becomes a durable biotech winner

Abivax (ABVX) is a classic catalyst-driven biotech: a Phase 3 asset (obefazimod) has produced market-moving data and headlines, and the stock has alre...

Trade Idea Long
Jan 12, 2026 Finance

Abercrombie & Fitch Narrows Fiscal Sales Growth Estimate Amid Tariff Cost Concerns

Retailer adjusts revenue projections downward despite strong quarterly performance, emphasizing tariff impacts and capital investments

Abercrombie & Fitch Co. has revised its full-year fiscal 2025 sales growth forecast downward to a minimum of 6%, reducing from an earlier estimate ran...

Jan 12, 2026 Finance

Johnson & Johnson Advances Colorectal Cancer Treatment, Shares Respond Positively

Emerging clinical data highlight promising effectiveness of Rybrevant combination therapy in metastatic colorectal cancer

Johnson & Johnson released updated findings from its Phase 1b/2 OrigAMI-1 clinical trial evaluating the efficacy of Rybrevant combined with chemothera...

Jan 12, 2026 Finance

Stocks Show Mixed Performance Amid Federal Reserve Controversy; Biopharmaceuticals Experience Sharp Swings

Equity markets fluctuate as key biopharma stocks report pivotal developments and gold surges amid investor caution

U.S. equity markets exhibited a mixed pattern during Monday's session, with the Nasdaq Composite advancing while the Dow Jones Industrial Average decl...

Jan 12, 2026 Finance

Critical Metals Advances Greenland Rare Earth Project with New Mobile Lab Investment

Company invests $1 million in state-of-the-art mobile geochemical laboratory to enhance on-site assay capabilities at Tanbreez

Critical Metals Corp. is enhancing its operations at the Tanbreez rare earth elements project in Greenland by acquiring a fully integrated mobile geoc...

Anticipating Market Trends: Historical S&P 500 Performance Ahead of Midterm Elections
Jan 12, 2026 Finance

Anticipating Market Trends: Historical S&P 500 Performance Ahead of Midterm Elections

Examining past volatility and post-election returns for America’s leading index

The S&P 500 has experienced notable volatility in the months leading up to U.S. midterm elections, reflecting investor uncertainty about potential pol...

Jan 12, 2026 Trade Ideas

Toll Brothers: Upgrade to Long - Recovery Looks Real and Tradeable

Strong margins, healthy cash flow and a conservative balance sheet give Toll Brothers upside as housing sentiment inflects

Toll Brothers (TOL) is showing improving profitability, consistent operating cash flow and an intact balance sheet. Recent execution on speculative "q...

Trade Idea Long
Jan 12, 2026 Trade Ideas

StoneX (SNEX): A Volatility-Resilient Compounder — Buy the Pullbacks, Hold Through Integrations

Scale and cash flow from diversified trading, payments and acquisitions make SNEX a defensive growth trade into 2026

StoneX is increasingly a diversified financial-services platform: high top-line flow, recurring trading revenue, strong operating cash flow and a stri...

Trade Idea Long
MacKenzie Scott's $45 Million Donation Boosts The Trevor Project Amid Financial and Operational Challenges
Jan 12, 2026 News & Politics

MacKenzie Scott's $45 Million Donation Boosts The Trevor Project Amid Financial and Operational Challenges

After years of federal funding reductions and internal upheaval, The Trevor Project receives its largest gift ever to support LGBTQ+ youth mental health services

The Trevor Project, a national nonprofit providing crisis intervention and support services to LGBTQ+ youth, was granted $45 million by philanthropist...

Rising Trend of Political Independence Among U.S. Adults: Gallup Survey
Jan 12, 2026 News & Politics

Rising Trend of Political Independence Among U.S. Adults: Gallup Survey

A Significant Increase in Americans Identifying Outside Traditional Parties Over Two Decades

A latest Gallup poll reveals a marked rise in the number of American adults who consider themselves politically independent, with 45% reporting no aff...